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Key

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It is necessary to create a new consumer key for the connection between Magento 2 and Salesforce CRM. First of all, you need to have a developer account in Salesforce, go to https://developer.salesforce.com/. Login if you already have an account or Sign up to create a new one.  


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Set up Salesforce account

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New security token will be sent to your registered email.

 

salesforce magento 2 integration

 

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Configuration 

Setup and Authentication SalesforceCRM account 

Log in to back end Magento 2: Store > Configuration > Magenest > SalesforceCRM ConfigSetupConfig 

  • Username: Your Salesforce login email
  • Password: Your Salesforce password
  • Client ID: 'Consumer Key' search in Setup > Create > App > Connected Apps in Salesforce.
  • Client Secret: 'Consumer Secret' search in Setup > Create > App > Connected Apps in Salesforce.
  • Security token : Receive via email register. Get from My Settings > Personal > Reset My Security Token
  • Get Auth Token: click this button to get Auth Tokens automatically

 

 


Sync Table

Synchronization Settings

Scroll down your mouse then you will see this section. Turn on sync operations of your choice

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